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-- 4.900 Tokyo Market Summary: Nikkei Average falls for the fifth consecutive day, with a lack of material ahead of the LDP leadership election. Continued interest in US economic indicators and more.
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Good evening at the close. The summary of today's stock market is as follows. Thank you.![]()
● The Nikkei average closed at 37,870.26 yen, down 70.33 yen from the previous trading day.
● The Japanese yen weakened due to China's economic stimulus measures, leading to buying in related stocks such as Shiseido Company,Limited Sponsored ADR.
Nomura Securities faces a recommendation for disciplinary action, suspected of manipulating government bond market - Yomiuri.
Gold prices hit record highs, silver also reaches a 4-month high.
Global AI market to rapidly grow to a size of $990 billion in 2027 - Bain.
Mega-banks collectively decline, adjusting long positions amid monetary easing in countries such as the USA, leading to selling pressure.
●Hot Stocks: $Fanuc (6954.JP)$、 $Shiseido (4911.JP)$、 $Mitsubishi UFJ Financial Group (8306.JP)$、 $YASKAWA Electric (6506.JP)$etc
- Moomoo News Japan Stock Sherry
● The Nikkei average closed at 37,870.26 yen, down 70.33 yen from the previous trading day.
● The Japanese yen weakened due to China's economic stimulus measures, leading to buying in related stocks such as Shiseido Company,Limited Sponsored ADR.
Nomura Securities faces a recommendation for disciplinary action, suspected of manipulating government bond market - Yomiuri.
Gold prices hit record highs, silver also reaches a 4-month high.
Global AI market to rapidly grow to a size of $990 billion in 2027 - Bain.
Mega-banks collectively decline, adjusting long positions amid monetary easing in countries such as the USA, leading to selling pressure.
●Hot Stocks: $Fanuc (6954.JP)$、 $Shiseido (4911.JP)$、 $Mitsubishi UFJ Financial Group (8306.JP)$、 $YASKAWA Electric (6506.JP)$etc
- Moomoo News Japan Stock Sherry
Market Overview
On today's Tokyo stock market, the Nikkei Average Stock Price closed at 37,870.26 yen, down 70.33 yen from the previous trading day, while the Tokyo Stock Price Index (TOPIX) closed at 2,650.50, down 6.23 points. Ahead of the Liberal Democratic Party leadership election, investors remained cautious due to lack of clear catalysts. Trading throughout the day was mixed between buying and selling, resulting in directionless price movements.
On today's Tokyo stock market, the Nikkei Average Stock Price closed at 37,870.26 yen, down 70.33 yen from the previous trading day, while the Tokyo Stock Price Index (TOPIX) closed at 2,650.50, down 6.23 points. Ahead of the Liberal Democratic Party leadership election, investors remained cautious due to lack of clear catalysts. Trading throughout the day was mixed between buying and selling, resulting in directionless price movements.
Top News
Yen depreciation due to Chinese economic stimulus measures, leading to buying in related stocks.
The yen slightly weakened at around 143 yen per dollar. Chinese economic stimulus measures encouraged risk appetite, leading to a preference for selling yen.
With the Liberal Democratic Party leadership election scheduled for the 27th, the potential victory of Sanae Takaichi suggests a bias towards yen depreciation, as it could make it difficult for the Bank of Japan to raise interest rates.
Due to the high stock price of USA Nvidia, semiconductor-related stocks are being bought, China-related stocks are also high, but domestic demand-related stocks are low.
Mr. Daisuke Uchiyama of Okasan Securities points out that the outlook for the US economy remains unclear, and a wait-and-see attitude is expected to prevail over the weekend leading up to the LDP leadership election.
Yen depreciation due to Chinese economic stimulus measures, leading to buying in related stocks.
The yen slightly weakened at around 143 yen per dollar. Chinese economic stimulus measures encouraged risk appetite, leading to a preference for selling yen.
With the Liberal Democratic Party leadership election scheduled for the 27th, the potential victory of Sanae Takaichi suggests a bias towards yen depreciation, as it could make it difficult for the Bank of Japan to raise interest rates.
Due to the high stock price of USA Nvidia, semiconductor-related stocks are being bought, China-related stocks are also high, but domestic demand-related stocks are low.
Mr. Daisuke Uchiyama of Okasan Securities points out that the outlook for the US economy remains unclear, and a wait-and-see attitude is expected to prevail over the weekend leading up to the LDP leadership election.
Gold prices hit a record high, while silver also reached a 4-month high.
On the 25th, the price of gold exceeded $2,665 per ounce, setting a new record high. The decrease in US consumer confidence index has increased expectations for further interest rate cuts.
Silver prices rose by 4.6% in a single day, hitting a 4-month high. The rise in gold prices and China's economic stimulus measures are influencing this.
Swap traders expect the Federal Reserve to cut interest rates by more than 0.75 points within this year. The low-interest rate environment is supporting the prices of gold and silver.
The Chinese government announced wide-ranging economic stimulus measures, particularly measures targeting the real estate market, which have led to the rise in industrial metals prices.
Gold has risen by almost 30% since the beginning of this year, driven by central bank purchases and increased demand as a safe asset due to geopolitical risks.
Upcoming key data: Data such as the US personal consumption expenditures (PCE) and initial jobless claims scheduled for release this week will be important in determining the next move of the FRB in terms of interest rate cuts.
On the 25th, the price of gold exceeded $2,665 per ounce, setting a new record high. The decrease in US consumer confidence index has increased expectations for further interest rate cuts.
Silver prices rose by 4.6% in a single day, hitting a 4-month high. The rise in gold prices and China's economic stimulus measures are influencing this.
Swap traders expect the Federal Reserve to cut interest rates by more than 0.75 points within this year. The low-interest rate environment is supporting the prices of gold and silver.
The Chinese government announced wide-ranging economic stimulus measures, particularly measures targeting the real estate market, which have led to the rise in industrial metals prices.
Gold has risen by almost 30% since the beginning of this year, driven by central bank purchases and increased demand as a safe asset due to geopolitical risks.
Upcoming key data: Data such as the US personal consumption expenditures (PCE) and initial jobless claims scheduled for release this week will be important in determining the next move of the FRB in terms of interest rate cuts.
Nomura Securities faces recommendation of a fine, suspected of manipulating government bond prices – Yomiuri.
The Securities and Exchange Surveillance Commission is firm on recommending the Financial Services Agency to impose a fine on Nomura Securities for violating the Financial Instruments and Exchange Act. $Nomura Holdings (8604.JP)$Yomiuri reported that the Securities and Exchange Surveillance Commission has finalized its policy of recommending the Financial Services Agency to impose a fine on its subsidiary Nomura Securities for violations.
There are suspicions that a managerial official in Nomura Securities' Global Markets division engaged in market manipulation in long-term government bond futures trading around 2021. By placing a large number of orders without the intention to trade, through a market manipulation technique known as 'wash trades,' they fraudulently altered prices by later canceling the orders.
The expected fine is estimated to be tens of millions of yen in scale. The specific amount will be determined based on the results of further investigation.
The Securities and Exchange Surveillance Commission is firm on recommending the Financial Services Agency to impose a fine on Nomura Securities for violating the Financial Instruments and Exchange Act. $Nomura Holdings (8604.JP)$Yomiuri reported that the Securities and Exchange Surveillance Commission has finalized its policy of recommending the Financial Services Agency to impose a fine on its subsidiary Nomura Securities for violations.
There are suspicions that a managerial official in Nomura Securities' Global Markets division engaged in market manipulation in long-term government bond futures trading around 2021. By placing a large number of orders without the intention to trade, through a market manipulation technique known as 'wash trades,' they fraudulently altered prices by later canceling the orders.
The expected fine is estimated to be tens of millions of yen in scale. The specific amount will be determined based on the results of further investigation.
The global AI market is set to rapidly grow to a scale of 990 billion dollars by 2027, according to Bain & Co., a consulting firm.
Bain & Co. anticipates that the global market for AI-related products will reach 990 billion dollars by 2027. The annual growth rate is estimated to be between 40-55%.
Bain warns that rapid demand growth puts pressure on the supply chain for chips and other components necessary for AI services, leading to anticipated shortages of semiconductors, PCs, and smart phones.
The demand for upstream chip components such as integrated circuit design and related IP is expected to increase by over 30% by 2026, putting significant pressure on manufacturers.
Bain & Co. anticipates that the global market for AI-related products will reach 990 billion dollars by 2027. The annual growth rate is estimated to be between 40-55%.
Bain warns that rapid demand growth puts pressure on the supply chain for chips and other components necessary for AI services, leading to anticipated shortages of semiconductors, PCs, and smart phones.
The demand for upstream chip components such as integrated circuit design and related IP is expected to increase by over 30% by 2026, putting significant pressure on manufacturers.
"SaaS" emerges as the top contender, with the introduction of AI leading to further adoption <Attention Theme>
SaaS (Software as a Service) refers to a service format where software is accessed via the internet on the cloud. Various services like business software "Microsoft 365" and video conferencing tool "Zoom" are provided in this format. Cloud services including SaaS are expanding in use against the backdrop of digitalization. With the emergence of new technologies like AI, it is expected that new services will be created, leading to further acceleration in adoption.
SaaS (Software as a Service) refers to a service format where software is accessed via the internet on the cloud. Various services like business software "Microsoft 365" and video conferencing tool "Zoom" are provided in this format. Cloud services including SaaS are expanding in use against the backdrop of digitalization. With the emergence of new technologies like AI, it is expected that new services will be created, leading to further acceleration in adoption.
Hot stocks
Related stocks like Shiseido Company,Limited Sponsored ADR surged due to economic stimulus measures in China.
The People's Bank of China (central bank) announced extensive economic stimulus measures on the 24th, including lowering key short-term interest rates and supporting liquidity in the stock market, to achieve economic growth targets. In response to the announcement of the stimulus measures, the Hang Seng Index rose by 4.1% on the same day, while the Shanghai Composite Index increased significantly by 4.2%.
● $Shiseido (4911.JP)$The stock price of FILL needs to be translated as requested today, temporarily recording a 6.5% increase. $YASKAWA Electric (6506.JP)$、 $Daikin Industries (6367.JP)$、 $Fanuc (6954.JP)$、 $Nidec (6594.JP)$Various stocks with high exposure to China, such as ETF, also rose across the board.
- Takaradzuka Otsuka, a strategist at Oriental Securities, pointed out that while stimulus measures were seen as a factor during trading on the 24th, domestic Chinese-related stocks were unable to react. Reevaluation buying is expected in response to the rising stock prices in hong kong index and mainland china.
Related stocks like Shiseido Company,Limited Sponsored ADR surged due to economic stimulus measures in China.
The People's Bank of China (central bank) announced extensive economic stimulus measures on the 24th, including lowering key short-term interest rates and supporting liquidity in the stock market, to achieve economic growth targets. In response to the announcement of the stimulus measures, the Hang Seng Index rose by 4.1% on the same day, while the Shanghai Composite Index increased significantly by 4.2%.
● $Shiseido (4911.JP)$The stock price of FILL needs to be translated as requested today, temporarily recording a 6.5% increase. $YASKAWA Electric (6506.JP)$、 $Daikin Industries (6367.JP)$、 $Fanuc (6954.JP)$、 $Nidec (6594.JP)$Various stocks with high exposure to China, such as ETF, also rose across the board.
- Takaradzuka Otsuka, a strategist at Oriental Securities, pointed out that while stimulus measures were seen as a factor during trading on the 24th, domestic Chinese-related stocks were unable to react. Reevaluation buying is expected in response to the rising stock prices in hong kong index and mainland china.
Mega banks across the board fell, adjusting their positions against the backdrop of financial easing in countries such as the USA, leading to sell-off.
$Mitsubishi UFJ Financial Group (8306.JP)$、 $Sumitomo Mitsui Financial Group (8316.JP)$、 $Mizuho Financial Group (8411.JP)$Mega banks are attracting selling pressure due to adjustments in their holdings, collectively searching for downside. In the Tokyo market, buying interest is intensifying in high-tech growth stocks such as semiconductor-related stocks in anticipation of level corrections. This stems from the Federal Reserve in the USA preparing for rapid interest rate cuts, and domestically, the Bank of Japan showing a more cautious stance towards additional interest rate hikes than before. On the other hand, amid a global financial easing trend, there is a growing belief that operational profits for financial institutions will shrink.
$Mitsubishi UFJ Financial Group (8306.JP)$、 $Sumitomo Mitsui Financial Group (8316.JP)$、 $Mizuho Financial Group (8411.JP)$Mega banks are attracting selling pressure due to adjustments in their holdings, collectively searching for downside. In the Tokyo market, buying interest is intensifying in high-tech growth stocks such as semiconductor-related stocks in anticipation of level corrections. This stems from the Federal Reserve in the USA preparing for rapid interest rate cuts, and domestically, the Bank of Japan showing a more cautious stance towards additional interest rate hikes than before. On the other hand, amid a global financial easing trend, there is a growing belief that operational profits for financial institutions will shrink.
Source: MINKABU, Bloomberg, FISCO
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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